Retirement plan

ARROWHEAD POOL SERVICE & REPAIR, INC. 401(K) PLAN

Name: ARROWHEAD POOL SERVICE & REPAIR, INC. - ARROWHEAD POOL SERVICE & REPAIR, INC. 401(K) PLAN (2018) Form 5500
Creator: ARROWHEAD POOL SERVICE & REPAIR, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARROWHEAD POOL SERVICE & REPAIR, INC. 401(K) PLAN, ARROWHEAD POOL SERVICE & REPAIR, INC.

ARROWHEAD POOL SERVICE & REPAIR, INC.EIN 27-3077226Plan #001PY 2018

3947 CROYDON ST - HIGHLAND, CA 923461920909-936-9895LinkedIn1-10 employeesconstruction

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$302K

+16.0% from 2017

Total participants

+12.5% from 2017

Average account balance

$37,770

+1.5% from 2017

Annual return

-8.30%

-27.89 pp from 2017

Benchmarks

See 12,594 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort12,594 peers

Snapshot2018

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.30M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$144K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$101K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.93%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$7799

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2J2R3D

Plan features

2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$82

$9 / participant

Other / not subdivided$82100.0%

% of EOY assets

0.027%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$37,770

$95,193-60.3%

$76,523-50.6%

$135,382-72.1%

Participation rate

88.9%

74.4%+14.5pp

68.0%+20.9pp

82.6%+6.2pp

Annual return

-8.30%

4.85%-13.1pp

-0.27%-8.0pp

519.77%-528.1pp

Employer contribution / active EE

$1,638

$3,302-50.4%

$2,647-38.1%

$4,779-65.7%

Participant deferral / active EE

$5,393

$4,639+16.2%

$3,835+40.6%

$5,609-3.8%

Admin fee / account holder

$10

$6,249-99.8%

$4,848-99.8%

$10,829-99.9%

ARROWHEAD POOL SERVICE & REPAIR, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARROWHEAD POOL SERVICE & REPAIR, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion